← Tributary

GRANDVIEW ASSET MANAGEMENT LLC

HARRISBURG, PA · CRD 172357 · IAPD ↗ · inspiretoretire.com · 717-541-1000

$411.7MRegulatory AUM
4Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — GRANDVIEW ASSET MANAGEMENT LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — GRANDVIEW ASSET MANAGEMENT LLC reported RAUM up 29% ($263.6M -> $340.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — GRANDVIEW ASSET MANAGEMENT LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — GRANDVIEW ASSET MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.